An active management approach may help manage portfolio risk and uncover opportunities in the current market environment.
A data-driven look at how low-risk strategies have the potential to provide high returns in equity portfolios.
Talking to clients about how they view investment risk is a critical step in developing a financial plan with a target return.
Despite facing a triple threat, institutional investors weren’t surprised by geopolitical, interest rate, and volatility risks.
Chief Market Strategist David Lafferty examines six prevailing equity marketing narratives - three bullish and three bearish.
Equity returns hit new highs in 2017, but which model portfolios had the best performance?
Three veteran portfolio managers explore the advantages of high active share and putting distance between the benchmark and portfolios.
Aziz Hamzaogullari, Head of Growth Equity Strategies at Loomis, Sayles & Company, explains the deeply held beliefs behind his high-conviction, concentrated approach to risk-adjusted excess returns.
Three ways institutional investors are preparing for a market shift – and how they plan to balance risk management with investment return.
Taxes, risk, and estate planning may be three of the most overlooked areas where clients need professional financial help.
Equity substitutes, equity complements, and equity diversifiers. All of these strategies may play a role in risk mitigation, but they do so in different ways.
How selecting smart beta strategies with active oversight and implementation in volatile markets may help manage risk.
Uncovering the potential for manager risk in smart beta indexing approaches.
A look at the potential benefits and risks of a range of factor-based investing strategies.
Managed futures strategies may provide complementary performance to equity allocations, which can enhance portfolio diversification.
Alternative investments have the potential to enhance diversification, hedge volatility, and augment returns, though beware of the risks.
Financial professionals play a key role in helping investors manage risk and reach financial goals in all market conditions.
Strategies to consider now for when market volatility comes back from its extended vacation.
Active ETF strategies have an increased ability to navigate potentially volatile markets.
The landscape of ETFs has changed dramatically. Explore the innovative role actively managed ETFs now play.
MIT's Andrew Lo says applying big data to behavioral finance can open the door to truly personalized index solutions.